Denis O'Callaghan Email & Phone Number

The Ostrich, the Juggler, the Air Traffic Controller, and the Personal CEOYou may be an “ostrich” with no time for wealth planning, "I'm too busy taking care of family, my life; I'll get to it". Or a “Juggler”, "when I'm handling all the stuff on my own I've got all the balls in the air, dropping a couple but I'm doing the best I can", and then you could be the "air traffic controller"; you have amazing professionals in the areas of tax, legal, insurance, finance and investment , but you are at the centre of the family business wheel managing the team and often your spouse has limited idea.You have financial wealth, yet you don't have a lot of time, headspace, peace of mind, or clarity.What we do as the Personal CEO for successful family business owners is step into the wheel to manage these professionals, free up time, and guide families to one harmonised strategy. Having a Personal CEO for your life, is like having a CEO that successfully runs your business.Explore with Us: Discover the transformative power of our team, delving into meaningful conversations about your life goals, values, and the ideal life you envision. Distinctive Approach: Families with Net Assets of $10-80 million and/or incomes of $750,000+ experience our systematized, predictable, comprehensive approach, ensuring financial and life affairs align seamlessly. Clients span successful family businesses in agriculture, tourism, retail, and construction, as well as professionals in health, law, accounting, and senior corporate executives. We pave the way for peace of mind and freed up time, propelling you towards your Ideal Life with our proprietary Personal CEO program. Proudly, with a proven track record of achieving tremendous outcomes for our client families, we have never had a client divorce, and have guided families to preserve and grow their wealth for multiple generations. As well as coordinating business sales for families to transition to their next phase of life, ensuring wealth endures through generations, benefiting families and communities. Denis is a sought-after presenter and commentator on topics such as succession, family harmony, business selling, wealth planning, asset protection, and philanthropy. Business Opportunities: As a corporate leader, Denis has navigated the advisory sector for 30 years, launching, running, buying, and selling. Believing in collaborating and empowering the next generation of financial advisers to create a lasting impact. If you're an owner in the Advice profession exploring a sale, let's discuss - we are investing.